ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $271,659,000 | +6.3% | 2,037 | +0.3% | 0.11% | +40.7% |
| Q4 2019 | $255,447,000 | -0.2% | 2,031 | +0.6% | 0.08% | -9.0% |
| Q3 2019 | $256,066,000 | +1.3% | 2,019 | +0.5% | 0.09% | -3.3% |
| Q2 2019 | $252,678,000 | +2.6% | 2,009 | +0.6% | 0.09% | +9.5% |
| Q1 2019 | $246,174,000 | -8.1% | 1,998 | -9.4% | 0.08% | -17.6% |
| Q4 2018 | $267,789,000 | +2.7% | 2,206 | +0.7% | 0.10% | +21.4% |
| Q3 2018 | $260,782,000 | -0.3% | 2,190 | +0.5% | 0.08% | -7.7% |
| Q2 2018 | $261,494,000 | -54.9% | 2,179 | -54.7% | 0.09% | -51.9% |
| Q1 2018 | $579,846,000 | -35.1% | 4,807 | -34.3% | 0.19% | -49.2% |
| Q4 2017 | $893,871,000 | -0.6% | 7,317 | +0.5% | 0.37% | +20.4% |
| Q3 2017 | $898,966,000 | -9.0% | 7,278 | -9.0% | 0.31% | -22.2% |
| Q2 2017 | $988,306,000 | -7.8% | 7,998 | -8.2% | 0.40% | -17.8% |
| Q1 2017 | $1,071,569,000 | +0.9% | 8,708 | +0.5% | 0.48% | +11.8% |
| Q4 2016 | $1,061,951,000 | -3.0% | 8,668 | +0.2% | 0.43% | -6.1% |
| Q3 2016 | $1,094,367,000 | – | 8,648 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lyons Wealth Management, LLC. | 53,603 | $6,605,000 | 18.56% |
| Keel Point, LLC | 1,095,643 | $134,983,000 | 15.59% |
| ALTFEST L J & CO INC | 450,137 | $55,457,000 | 13.50% |
| One Day In July LLC | 109,960 | $13,547,000 | 9.65% |
| Mount Lucas Management LP | 436,335 | $53,756,000 | 8.90% |
| Deane Retirement Strategies, Inc. | 153,622 | $18,928,000 | 8.25% |
| LFA - Lugano Financial Advisors SA | 109,708 | $13,516,000 | 8.10% |
| PROFFITT & GOODSON INC | 259,807 | $32,008,000 | 8.08% |
| GM Advisory Group, LLC | 152,001 | $18,727,000 | 6.16% |
| Bangor Savings Bank | 254,843 | $31,396,000 | 5.90% |